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n addition to being able to personalize terms and field names that appear throughout the Sunflower Application, Sunflower Administrators and users can create User Pages which

provide users easier access to the functions they most commonly use. The User Pages appear as links on the Sunflower Main Menu, and the names given to each link can be personalized by each user to provide easier access the various screens and reports they use.

User Pages allow for personalization based on an organization’s or personal user's functionality needs and frequent transactions. For example, the property manager may want every Sunflower user to log Resolutions, so the Administrator could set up a user page for all Sunflower users called “Log Asset Finds”.

With Personal User Pages, an individual Review Manager tasked with running a weekly “Executive Review Resolution Summary Report” can create a separate User Page that would direct that user only to the report without having to navigate to Sunflower Reports > Review Reports > Executive Review Resolution Summary. The Review Manager may call this page “High-Level Inventory Results”.

Or an individual Inventory Clerk charged with submitting excess requests for inventory assets might create a Personal User Page called “Request Excess Pickup” that takes that user directly to the “Request Inventory Asset Excess Receival” screen. By personalizing the names of the pages and limiting the pages to the functions most commonly used, these User Pages allow users to perform frequent transactions more quickly and efficiently.

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This chapter includes the following discussion points and concepts:

• User Page Access

• User Page Example

• Creating a Personal User Page and Adding Items to a Personal User Page

• Removing Items from a Personal User Page

• Removing a Personal User Page

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Users may be limited in the User Pages they can set up and access depending upon both the Sunflower roles they have and the access groups set up in Sunflower. Sunflower Administrators set up the Global User Pages and the Roles, so users requiring the ability to access certain screen or reports should contact their Sunflower Administrator. The following rules apply to the User Pages:

1. If a user does not have a particular role, that user will not have the ability to create a User Page or access a link on a Global User Page where that role is required.

Example 1: If the Global User Page contains a link to Capitalize Financial Assets, a user without any Financial roles will not see this link in the Global User Pages.

Example 2: If a user does not have the ability to create Inventory Assets, that user will not be able to set up a Personal User Page link to the Maintain Inventory Assets screen.

2. If a user does not have any roles connected to any of the links in the Global User Page, the Global User Page itself will not be displayed for that user.

For example: If the Global User Page contains only links for the Excess staff and a user has no Excess roles, that user will not see that there is a Global User Page.

3. Global pages can be used in conjunction with the access groups functionality to segregate the Global User Pages by specific access groups.

For example: If an organization has an access group for Fleet, the Sunflower Administrator can create a Global User Page for Fleet Management and set it so that only the people with the Fleet access group will see it. This assignment of User Page to access group is done in Maintain Access Groups.

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Before describing how to set up a User Page, please view the example below.

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• Click into whichever User Pages will be accessed

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NOTE: The above example shows this user’s User Page. Note that this user has set up a page for weekly reports and to create property records.

NOTE: When a user clicks on a User Page link, the name of the link appears at the top of the screen. In the example below, instead of the screen being titled “Maintain Inventory Assets”, the screen is now called “Create New Property Records”, based on the naming convention provided by the user in the User Pages.

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• Click Weekly Tasks (or whatever the user has named the page)

• Click Create New Property Records

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Any Sunflower user can create a Personal User Page. However, it is important to remember that a user must have access to a particular form or report to be able to add it to a user page. If a user should not have access to certain forms or reports, these items will not be available for selection and assignment to the Personal User Page.

Step 1. Navigate to the Maintain Personal User Pages form.

Step 2. Enter a name for the User Page in the Title field.

Step 3. Click the Publish checkbox so that the user page, once created, will be displayed upon login.

Step 4. Click the MAIN MENU title.

Step 5. Click the Add button to add a form or report to the menu path. A pop up box will appear.

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• Click Admin

• Click People

• Click Maintain Personal User Pages

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Step 6. In the Display Sequence field, enter the position that the link should be displayed (e.g. “1”).

Step 7. In the Title field, enter the title of the link (this should be the name of the form or report).

Step 8. In the Hint field, enter a hint (optional).

Step 9. Click in the Description field and select the form or report that will be added.

NOTE: Be sure to note whether the selection is a Sunflower Form or Sunflower Report in Module Type. Module Type will automatically populate based on the selection

Step 10. Click OK.

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Step 11. Log out of Sunflower and log back in. The personal user page created will be displayed.

Step 12. Click on the link for Inventory Forms Page.

Step 13. Click on the Maintain Inventory Assets form. The form will open from the personal user page.

Step 14. To add additional forms or reports under the heading Inventory Forms Page, repeat the steps above and choose display “2”, and so on (See below).

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Step 15. To add another tier to the personal user page that was created, repeat the steps above, but do not choose a report or form in the Description field.

Step 16. With the new link (Search for Property) highlighted, click the Add button.

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Step 17. Click Ok. The form has been added on another sub-tier.

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R E M O V E I T E M S F R O M A P E R S O N A L U S E R P A G E . . .

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Items that are no longer needed can be removed from a user page.

Step 1. Navigate to the People Personal User Pages form.

Step 2. Click the find (flashlight) icon twice to locate the personal user page to modify.

Step 3. Click on the link to the form or report to be removed.

Step 4. Click the Delete button. The link is removed.

Step 5. Click Save.

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• Click Admin

• Click People

• Click Maintain Personal User Pages

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In order to remove a personal user page and ensure that it will not appear upon login, it is only necessary to uncheck the Publish checkbox. This checkbox dictates whether or not the personal user page is published on the main menu.

Step 1. Navigate to the Maintain Personal User Pages form.

Step 2. Click the find (flashlight) icon twice to locate the user page to be removed.

Step 3. Remove the check mark in the Publish box.

Step 4. Click Save. The page will no longer appear upon logging into Sunflower.

NOTE: A Personal User Page can be published or un-published at any time.

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• Click Admin

• Click People

• Click Maintain Personal User Pages

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